Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$90,051
+$4,469 QoQ
Shares Held
416
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,355
of 2,613 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sunrise Financial Services, LLC holds $200,251 across 12 Aerospace & Defense names. BA ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
416 | $90,051 | |
| 2 | LMT |
Lockheed Martin Corp
|
80 | $40,756 | |
| 3 | GE |
General Electric Co
|
53 | $19,807 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
55 | $15,982 | |
| 5 | RTX |
RTX Corp
|
76 | $14,419 | |
| 6 | RKLB |
Rocket Lab Corp
|
100 | $10,165 | |
| 7 | GD |
General Dynamics Corp
|
7 | $2,479 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
40 | $1,706 |
All Filings in BA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,051 | 416 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $85,582 | 430 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $88,802 | 409 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||